Report Renderer

Overview

Out of the box, Dynamics 365 does not provide a method to schedule reports.

This solution installs a Report Renderer plugin in your environment which allows you to render any report (SSRS) or document template (Word or Excel). Using this, you can create flows to email reports/documents on a recurring basis.

Render Report

Available Formats: PDF, CSV, XML, Word, Excel, HTML 5.

Render Template - Word

Render Template - Excel

Configuration

Please refer to the installation and usage documentation.